Monthly financial report from Google Sheets with AI ana

This automation template solves the problem of collecting, analyzing, and delivering financial data every month without manual input. Designed for business owners, startup founders, and finance managers who need accurate income and expense insights on a regular basis.

## Who it´s for
- SME owners who need consistent financial reporting without complex ERP systems
- Startup founders tracking monthly revenue and expenses to manage burn rate
- Finance managers automating routine reporting to free up time for strategic tasks

## What the automation does
- Triggered by a cron schedule (e.g., on the 1st of each month)
- Extracts transaction data from Google Sheets for the previous month
- Filters entries by date and sends them to OpenAI GPT-4 for analysis
- Generates a structured summary: income trends, expense breakdown, key patterns
- Sends the report as a formatted HTML email via Gmail

## What´s included
- Ready-to-use n8n workflow
- Predefined trigger and data processing logic
- Integrations with Google Sheets, Gmail, and OpenAI API
- Basic setup and adaptation guide

## Requirements for setup
- n8n instance (self-hosted or cloud)
- Google Sheet with transaction history (columns: date, amount, type, category)
- Enabled Google Sheets and Gmail APIs
- OpenAI API key with access to GPT-4
- Properly configured credentials in n8n for all three services

## Benefits and outcomes
- Saves several hours per month on manual reporting
- Reduces risk of human error in data interpretation
- Delivers strategic insights automatically and consistently
- Improves financial discipline for freelancers and small teams
- Easily extendable to include additional metrics or KPIs

## Important: template only
Important: you are purchasing a ready-made automation workflow template only. Rollout into your infrastructure, connecting specific accounts and services, 1:1 setup help, custom adjustments for non-standard stacks and any consulting support are provided as a separate paid service at an individual rate. To discuss custom work or 1:1 help, contact via Telegram: @gleb923.